Client Service Officer II
Peapack Private
- Salary
- $72k - $85k
- Experience
- 5+ yrs
- Location
- Morristown, New Jersey, United States
- Job type
- Full-time
Required skills
- Microsoft Office
- Fidelity Investments
- Charles Schwab
- Tamarac
- Salesforce
- Client Relationship Management (CRM)
- Portfolio Management System (PMS)
About the role
Bachelor's degree in finance/business or equivalent experience, 5+ years in client service within wealth management or financial services preferred, brokerage custodian experience, Microsoft Office proficiency, and strong communication and critical thinking skills.
About Peapack Private
Private commercial bank serving individuals, families, businesses, and institutions with banking, lending, wealth management, and trust services.
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